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Qualcomm
· quietNeutral
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competes with (3)
I
Intel
stablePositive
Coverage (30d)
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Evidence
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Timeline

Qualcomm2030-01-01

CEO projects token demand to reach 1.27T per 10 seconds by 2030, a 40x increase from 2026.

Intel2028-01-01

Intel EMIB-T won second cloud ASIC, early 2028 production.

Intel2028-01-01

EMIB-T wins second cloud ASIC project with early production targeted

Intel2026-12-31

Plans to launch a new AI data center chip targeting Nvidia and AMD

Intel2026-12-31

Intel plans to launch new AI data center chip targeting Nvidia and AMD

Intel2026-08-08

Intel proposed two-tier orbital data center architecture for LEO satellite constellations

Qualcomm2026-06-22

Qualcomm in talks to acquire Modular for $4B

Qualcomm2026-06-18

Launched AI data center program with a major hyperscaler customer for inference workloads.

Qualcomm2026-05-04

Initial shipments of custom hyperscaler silicon expected

Qualcomm2026-05-01

Acquisition of Alphawave for custom ASIC capabilities

Ecosystem

Qualcomm

developedSnapdragon X2 Elite4 src
competes withIntel3 src
competes withNvidia2 src
acquiredAlphawave2 src
competes withApple2 src
partneredMicrosoft1 src

Intel

developedEMIB-T4 src
partneredAmazon3 src
usesBlackwell3 src
usesVera Rubin3 src
competes withTSMC3 src
competes withNvidia3 src

Evidence (4 articles)